James Cook is a CFP-designated registered investment advisor at Jc Capital Advisors Group LLC, based in Stamford, CT, with 21 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 215 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.13% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Rates shown are for equity-based portfolios. Income-based portfolios have a separate schedule starting at 0.50% for up to $500,000, 0.45% for $500,001 to $1,000,000, and 0.40% for amounts over $1,000,000.
Fee Estimator
Location
60 Long Ridge Road, Ste 212, Stamford, CT, 06902
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
James is the editor of The Investors Strategist newsletter since 2010. This activity requires minimal time.
Employment History
Current Registrations
Jc Capital Advisors Group LLC
Previous Registrations
Tjt Capital Group, LLC
Genworth Financial Wealth Management, INC.
Genworth Financial Asset Management, INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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